AON Select
Financial support, designed around you
Whether you want to understand your retirement position, receive personalised retirement advice or build a plan for your wider finances, ilumiti can help.
Explore the different levels of support available
Everyone’s financial circumstances are different. Our three services range from retirement guidance to comprehensive financial advice, helping you explore the support available for different needs and goals.
Charges, eligibility criteria and terms apply. Please choose carefully, as you will normally be unable to change or cancel your selection for 12 months. Review the full service information before making your selection.
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Understand what your pensions could provide and whether you’re on track for the retirement you want.
One-hour guidance session
Retirement income forecast
Explore when you may be able to retire
Identify practical next steps
Guidance and education only. You will receive a retirement forecast, but no regulated financial advice or personal recommendation.
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Receive personalised retirement advice and recommendations tailored to your circumstances and goals.
Review all your pension arrangements
Understand your retirement options
Explore contributions and investment strategy
Receive a personalised recommendation report
This service includes regulated financial advice focused on your pensions and retirement planning.
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Bring your wider finances together in a personalised plan designed around your long-term goals.
Create a lifetime financial plan
Bring together pensions, savings and investments
Consider tax and estate planning
Receive personalised recommendations
This service includes personalised financial advice and planning across the areas described above.
Retirement forecasts are illustrative and depend on assumptions. The value of investments can fall as well as rise, and you may get back less than you invest. ilumiti does not provide specialist tax or legal advice. Tax treatment depends on individual circumstances and may change.
Not sure which service is right for you?
Speak to ilumiti and we can explain the scope of each service to help you make an informed choice. This introductory discussion does not include regulated financial advice or a personal recommendation.